Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • AWMA® Accredited Wealth Management Advisor℠

Education

  • MBA, Duquesne University, 1985
  • BS Economics, Pennsylvania State University, 1979

Interests

  • Married for 14 years to my wife, Anne, a native of County Cork, Ireland
  • Amateur photographer and you may see my work in local galleries
  • When it snows, you may find me snowboarding at Hidden Valley,PA
  • And when its a bit warmer, I enjoy running outdoors and participating in 5k races around western PA
  • Also, for variety, I hop on my road bike and cycle the back roads of Allegheny County

Community participation

Member, Board of Directors as well as past president and treasurer, Sweetwater Center for the Arts in Sewickley,PA

Former board member and treasurer, Three Rivers Rowing Association, Pittsburgh PA

Former board member, Sewickley YMCA, Sewickley PA

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Five Star Wealth Manager, Pittsburgh Magazine, 2012 - 2014, 2016 - 2020
  • Premier Protection Award, RiverSource Life Insurance Company , 2014

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.